0151 236 1494

Trusts and Family Wealth Protection

Our trusts and family wealth protection department offers a full support service, giving both specialist tax advice and expertly dealing with the preparation of accounts for estates and for on-going trusts / family investment companies.

STEP (Society of Trusts and Estates Practioners) is the professional body for the trust and estate profession worldwide. Our accredited members are Paul Kurthausen, John ElliottLynn Green and Laura Cross.

STEP logo


Trust administration

For many of our trust clients we specialise in dealing with all aspects of the day-to-day administration of trust.

Tax advice

We offer complete estate and inheritance planning advice and deal with all  capital gains, tax, income tax and inheritance tax issues.

Trust and Family Investment Company accounts

We are experienced in preparing specifically tailored accounts for all types of estates, family investment companies and on-going trusts, ranging from the simplest to the most complex, including assistance with Court of Protection accounts.

Solicitor support

In addition to our own client work, we also assist many solicitors with the preparation of accounts and annual tax returns on both simple and complex cases, and are considered very competitively priced.


For further information on our Trust & Estates services please contact Lynn Green.

Proud to win "Most Innovative Medium Sized Firm 2015" and "Best Customer Focused Business"